Showing posts with label Claude. Show all posts
Showing posts with label Claude. Show all posts

8.11.26

Anthropic Academy Free Courses: 4 Worth a VA's Time


Anthropic Academy is free, and it just moved. Anthropic's courses now live on a site called Claude Academy, which promises "free courses, tutorials, and use cases from Anthropic's education team," and as of October 31 it lists 28 courses.

That's a lot to sort through, and many of them are for developers. Here are the four I'd point a VA to first, plus the catch about certificates that's easy to miss.

Is Anthropic Academy Free? Yes, Under a New Name

If you search "Anthropic Academy," you'll probably still land on the old course site. Open Claude 101 there and a banner says the course "now lives on Claude Academy." The old site stays up for people who learn through their employer. Everyone else goes to academy.claude.com, and anthropic.com/learn now opens Claude Academy too.

You don't pay to enroll. You sign in to save your progress, and most courses expect a Claude account so you can practise as you go. For Claude 101, a free Claude account is enough, though a few lessons cover features that need a paid plan.


The Claude Academy courses page, showing Claude 101, Claude Code 101, Introduction to Claude Cowork, Introduction to Claude Tag and Claude Platform 101 with lesson counts and completion badges

The 4 Courses I'd Start With

  1. Claude 101 (13 lessons, 1 quiz, about 2.5 hours). This is the starting point. It goes from your first conversation and better prompting to Projects (folders that give Claude standing context about a client), artifacts, skills and connectors, then finishes with use cases by role.
  2. AI Fluency: Framework and foundations (14 lessons, 1 quiz, 4 hours). This one isn't about buttons. It teaches the "4D framework": Delegation, Description, Discernment and Diligence. In plain words: what to hand to AI, how to brief it, how to check what comes back, and how to own the result.
  3. AI Fluency for small businesses (8 lessons, 1 quiz, 3.5 hours). Most VA clients are small businesses, so this is the client's view. It covers privacy when you share business data with AI, which tasks should stay human-led, and drafting an AI use policy for a business. The course says any chatbot works for the practice, not only Claude.
  4. Introduction to Claude Cowork (14 lessons, 1 quiz, 2.5 hours). Cowork is Claude working directly with your files, folders and apps on multi-step tasks. You need a paid Claude plan (Pro, Max, Team or Enterprise) for this one. On September 16, Anthropic announced that Cowork and chat are merging into one Claude, and the Academy says what you learn here still works.

If your client's team works in Slack, add Introduction to Claude Tag (11 lessons, 2.5 hours). It teaches you to tag Claude in Slack channels and hand it work, but it only helps if Claude Tag is already installed in their workspace.

Do You Get a Certificate?

Here's the catch. The old site promised a "certificate of completion." On Claude Academy, finishing a course and passing its quiz earns you a completion badge. A few short courses, like Introduction to agent skills, don't list a badge at all.

[MAYE (optional): finish Claude 101 and add a screenshot of your completion badge here. Note whether there's a "share to LinkedIn" option.]

Then there are the real exams. Anthropic runs paid Claude certifications: Claude Certified Associate ($99), two Foundations exams ($125 each) and Architect – Professional ($175). But its certification FAQ says certification "is currently available only to organizations in the Claude Partner Network," and you need a partner company email to register. A personal email won't work.

So as a freelance VA, you can't sit those exams yet. If a post tells you to "get Claude certified for free," it's mixing up the free badges and the paid, partner-only exams.

The Ones You Can Skip for Now

The developer side of the catalog covers Claude Code, the Claude API, Claude on Amazon Bedrock and Google Cloud, and two courses on MCP (Model Context Protocol, the plumbing that connects AI to other apps). They're free too, but they assume you're comfortable with code.

If you want the "how does AI actually work" background without code, take AI capabilities and limitations (13 lessons, 3.5 hours). It explains what large language models (the AI brains behind Claude and ChatGPT) can and can't do, including how much they can hold in mind in one conversation.

What This Means for VAs

A badge won't get you hired on its own. What it gives you is a structured way to learn Claude properly instead of picking up tips from random videos, plus something concrete to mention when a client asks, "Do you know Claude?"

The 4D framework is the part I'd take straight to clients. It gives you words for the work they're really paying for: deciding what to delegate to AI, briefing it well, and checking the output before it reaches their inbox.

Claude 101 plus AI Fluency comes to about six and a half hours, which fits in one weekend. If you're brand new to Claude, my beginner's guide to Claude for VAs is a good warm-up first.

Comparing this with other providers? Here's which courses are really free across Anthropic, OpenAI, Zapier, HubSpot and more, in my roundup of free AI courses for virtual assistants. And if you're weighing a paid option, here's my breakdown of Google AI Essentials vs the AI Professional Certificate.

Open Claude 101 this week and finish the first section. It's free, so all it costs you is one evening.

7.11.26

Virtual Assistant AI Skills: What 322 Job Descriptions Ask For



About one in four VA roles in a new 2026 dataset names AI in its requirements, and the tool named most often is ChatGPT, in 7.5% of them. If you're trying to become a virtual assistant with AI skills, that tells you where to start.

The numbers come from one recruitment agency's own data, so I'll show you exactly what they cover. Then we'll look at which tools get named, which VA roles ask for AI most, and what Upwork and LinkedIn add.

Where the 2026 Data Comes From

VA Masters, an agency that places Filipino VAs with overseas clients, published "AI in Virtual Assistant Job Requirements 2026." It covers 322 VA roles opened from February to August 2026.

Three things to know before you quote it. First, it's the agency's own pipeline, not the whole market. The report itself says its clients may be more comfortable with tech than the average small business.

Second, its recruiters write the job descriptions after a call with the client, and the client approves them. Third, the figures were corrected on September 15. The headline went from 26.4% down to 23.9%, because Zapier and n8n had been counted as AI tools. Use 23.9%.

Which AI Tools VA Job Posts Name

Here's the headline: 23.9% of the roles mention AI in any form. Only 10.2% name a specific AI tool.

ChatGPT is named in 7.5% of all 322 roles, and Claude in 4.7%. After that the numbers get small fast: Gemini, Midjourney and HeyGen at 1.2% each, Runway at 0.9% and Synthesia at 0.6%.

[INSERT IMAGE: va-masters-ai-tools-table.jpg] VA Masters' table of AI tools and automation platforms named in 322 VA roles, February to August 2026

The report notes that the video and image tools near the bottom show up almost only in creative and social media roles. It also discloses that VA Masters uses Claude in its own operations.

Now the part I found most useful. Automation tools are counted separately, and they're not small. Zapier appears in 5.6% of roles and n8n in 2.5%. Together, that's more roles than ChatGPT alone.

Automation means connecting apps so a task runs by itself, like a form entry that lands in a spreadsheet and triggers an email. As the report puts it, "Employers are not only asking for someone who can write a prompt." If that's new to you, my Zapier for beginners guide starts from zero.

Virtual Assistant With AI Skills: Which Roles Ask Most

This part runs against the usual assumption. The roles that mention AI most are the creative and technical ones, not the routine ones.

Tech and development roles and analytics roles top the list, with 44.0% each requiring AI. Writing and content creation is right behind at 43.3%, then design at 36.7%, social media management at 35.6% and marketing at 33.0%.

Administrative and operations support comes in at 21.8%. It's the biggest category by volume, and it sits just under the average. So roughly one in five admin VA roles in this data asks for AI.

Below that: real estate at 20.8%, e-commerce management at 20.5%, sales at 13.0%, and finance and accounting at just 5.3%.

Two more findings worth knowing. Small clients aren't behind: among clients with ten or fewer employees, 26.7% of roles require AI. That's based on the 30.1% of roles where client size was recorded.

And the share isn't climbing fast. Leaving out March, which the report treats as noise, every month sat between 22.4% and 29.3%. What did rise was how often a specific tool was named, from 4.2% in February to 13.4% in August. The agency calls that an observation, not a trend, because February rests on a single role.

What Upwork and LinkedIn Add

Upwork's In-Demand Skills 2026 report (February 4) found that skills explicitly referencing AI grew 109% year over year on its marketplace. AI video generation and editing grew 329%, and AI image generation and editing grew 95%.

General Virtual Assistance is number one on Upwork's Customer Service and Admin Support list. Ecommerce Management is the fastest-growing skill in that category, up 130%.

LinkedIn reported on October 27 that members who list AI literacy skills are 78% more likely to get hired. Only 1.2% of members list an AI skill at all. LinkedIn names administration and writing among the fields now looking for these skills.

For scale, Indeed's Hiring Lab says AI mentions hit a record high in December 2025, and that was still just 4.2% of US job postings. Across all jobs, a job post that mentions AI is still the exception.

What This Means for VAs

If you do admin work, expect about one in five roles to ask for AI, at least in this agency's data. If you're in writing, design or social media, it's closer to two in five.

Name the tool, not just "AI." ChatGPT and Claude are the two employers write down most. If you can also connect apps with Zapier, say that too.

And since only 1.2% of LinkedIn members list an AI skill, listing yours honestly helps you stand out. Here's which VA skills to put on your resume.

This post is the "what." For the "how," read my guide on how to become an AI virtual assistant, with a three-month learning plan.

6.11.26

Free Virtual Assistant Client Onboarding Questionnaire + AI Follow-Up



A virtual assistant client onboarding questionnaire gets a new client's priorities, tools and boundaries in writing before your first day. Below is the full question list, ready to paste into a Google Form, plus an AI step that turns the answers into a follow-up email and a first-week plan.

Onboarding just means the setup period at the start of a new client relationship. Get it right, and the first week feels calm instead of chaotic.

Why Ask Before You Start

Most VA roles are now part-time and mixed. In VA Masters' study of 323 VA roles from its own database, opened from February to August 2026, 72% were part-time, and 46% were opened at exactly 80 hours a month, roughly 20 hours a week. Only 26% of roles were single-task.

That's one recruitment agency's data, but the lesson is useful. If you only have 20 hours a week across two or three kinds of work, you can't spend the first five figuring out what the client wants.

A questionnaire gets the basics in writing. It also makes you look organized from day one, which is half of what a new client is judging.

The Virtual Assistant Client Onboarding Questionnaire

Copy these questions into a Google Form or a doc. Delete what doesn't fit your services.

[MAYE: paste your Google Form "make a copy" link here]

Section 1: About you and your business

  1. Your name, business name and website.
  2. In one or two sentences, what does your business do, and who are your customers?
  3. What made you decide to hire a VA now?
  4. What would make the first 30 days a success for you?

Section 2: Scope and priorities

  1. List the tasks you want me to take over, starting with the most important.
  2. Which of these is urgent this week?
  3. Is there anything you never want me to handle or touch?
  4. Roughly how many hours a week or month have we agreed on?
  5. If I run out of hours, what should I do first: pause, ask, or finish the top priority?

Section 3: Communication

  1. How do you prefer to communicate (email, Slack, WhatsApp, other)?
  2. How fast do you expect a reply during my working hours?
  3. Do you want a regular update? If yes, how often and in what format?
  4. Do you prefer a weekly call, or messages only?
  5. Who else on your team will I work with, and what do they do?

Section 4: Tools and access

  1. Which tools do you use (email, calendar, task board, CRM, cloud storage, social media)?
  2. Which accounts will I need access to?
  3. How will you share access? (Please don't type any passwords into this form. A password manager or separate user accounts are safest.)
  4. Are there any files, SOPs or past examples I should read first?

Section 5: Schedule and availability

  1. What time zone are you in?
  2. What are your usual working hours?
  3. When do you need me online, if at all?
  4. Any holidays or busy seasons coming up?

Section 6: Voice and preferences

  1. How should I sound when I write on your behalf: formal, friendly, short?
  2. Share one or two emails or posts that sound like you.
  3. Any words, phrases or topics I should avoid?
  4. How do you like to give feedback on my work?

Section 7: AI and tools

  1. Are you OK with me using AI tools (like ChatGPT or Claude) to draft or research? For which tasks?
  2. Is there any client or business information that must never go into an AI tool?
  3. Do you have AI tools you'd like me to use, or that your company already pays for?
  4. How should I mark work that AI helped draft, if at all?

Section 8: Admin and billing

  1. Who should invoices go to, and how often?
  2. How will you track my hours or tasks?
  3. Is there a contract or NDA (non-disclosure agreement) to sign before I start?

Section 9: Anything else

  1. Anything about how you work that a new VA usually gets wrong?
  2. Anything else you'd like me to know?

How to Build It as a Google Form

Open Google Forms, start a blank form, and add each question. Use "Paragraph" for open answers and "Multiple choice" for things like preferred channel or reply speed. Section breaks keep it from feeling like a wall of questions.

Google's Forms help page explains how to store responses in a linked Google Sheet, so each client's answers land in one place.

Prefer Notion? Paste the list into a Notion page and send the client a copy, or use it as your own call script.

Send it a few days before your kickoff call, and tell the client it's fine to skip anything that doesn't apply. Then the call can be about the gaps, not the basics.

The AI Follow-Up Step

When the answers come in, don't just file them. Paste them into ChatGPT or Claude (minus anything sensitive) with this prompt:

"Here are a new client's onboarding answers. 1) Summarize their top three priorities in plain words. 2) List any answers that are vague, missing or contradict each other. 3) Draft a short, friendly follow-up email that thanks them and asks only about those gaps. 4) Suggest a first-week plan that fits [X] hours. Don't invent details that aren't in the answers. Answers: [paste]."

Then read everything before it goes anywhere. Check that the priorities match what the client actually wrote, and that the email sounds like you.

The gap list is the real win. Say the client named social media as a top priority but listed no social accounts under tools. That goes on the list. It catches the "we'll figure it out later" answers before they turn into a messy week three.

What This Means for VAs

A questionnaire is quiet proof that you run things like a business. Clients notice when they don't have to explain the same thing twice.

Section 7 matters more than it looks. It opens the AI conversation early, before a client assumes AI makes everything instant. My post on setting AI expectations with clients has scripts for that talk.

And once you know the tasks, write them down as SOPs with my free VA SOP template.

Make your own copy of the questionnaire and send it to your next new client before your kickoff call. You'll walk in already knowing what matters to them.

5.11.26

Virtual Assistant Skills for Your Resume: The 2026 List



Only 1.2% of LinkedIn members list an AI skill. That makes AI the easiest way to help the virtual assistant skills on your resume stand out in 2026.

Below is the list I'd use, grouped into core, AI and people skills, plus a skills section you can copy.

The same LinkedIn report says members who list AI literacy skills are 78% more likely to get hired. AI literacy just means knowing how to use AI tools well, and knowing when not to trust them. Most people never write it down. You can.

Core Virtual Assistant Skills for Your Resume

AI sits on top of the basics. It doesn't replace them. Upwork's In-Demand Skills 2026 report ranks the top customer service and admin skills, starting with General Virtual Assistance, Data Entry, Digital Project Management, General Research Services and Executive Virtual Assistance.

Use those exact phrases where they're true for you. Clients and hiring software both search for the words they know.

Range matters too. The recruitment agency VA Masters looked at 323 roles from its own database and found only 26% covered a single type of work. The average role spanned two areas. So show a mix: admin plus research, or inbox plus social media.

AI Skills for Your Resume in 2026

"Knows ChatGPT" is too vague to help you. Name the task, the tool and the check you do.

Here's how I'd word them:

  • AI-assisted research, with every fact checked against the original source
  • Drafting emails, reports and social posts with ChatGPT or Claude, edited for the client's voice
  • Summarizing meetings and documents with AI
  • Workflow automation with Zapier (connecting apps so routine tasks run on their own)
  • Reviewing AI output for accuracy before it reaches the client

That last one is the line I'd put first, because AI can sound sure of itself and still be wrong.

Demand is real but still early. In a separate VA Masters report, 21.8% of admin and operations VA roles required AI, roughly 1 in 5. I break down which tools those posts ask for in which AI skills VA job posts actually ask for.

Soft Skills, Written So They Count

Every resume says "good communicator." Prove it in a short line instead.

Swap "detail-oriented" for "caught and fixed double-booked meetings before the client saw them." Swap "reliable" for "replied to client messages within two hours on workdays." Only write results you can back up, because a client may ask about any of them.

Skills for a Virtual Assistant With No Experience

No clients yet is fine. Pull skills from what you've already done: school, a BPO or office job, a family business, volunteering.

Running a group project is project management. Keeping a small shop's records is data entry and bookkeeping basics. Answering customer chats is client communication. Write the skill, then a few words of proof in brackets.

A Skills Section You Can Copy

This is a template, not my own resume. Keep only the lines that are true for you.

[MAYE: paste your Google Doc "make a copy" link here]

Core skills: Inbox and calendar management · Data entry and spreadsheet cleanup (Google Sheets, Excel) · Online research and reporting · Digital project management (Trello, Asana) · Travel and meeting coordination

AI and tools: AI-assisted drafting and research (ChatGPT, Claude) with source checking · Meeting and document summaries · Workflow automation (Zapier) · Canva · Google Workspace · Microsoft 365

People skills: Clear written communication · Handling confidential information · Time-zone coordination · Proactive problem-solving

Put this section near the top of your resume, under a two-line summary. Then make your Upwork profile match it. My 3 Upwork profile overview samples use the same wording.

What This Means for VAs

Your resume, your profile and your interview answers should tell one story. If your resume says "AI-assisted research with source checking," expect a client to ask how you check. My virtual assistant interview questions post has a sample answer for exactly that.

If you're still building these skills, start with how to become an AI virtual assistant, then come back and add each one as you learn it.

I share what I'm learning about AI for VAs every week on Instagram at @huneeroyo. Come say hi there.

4.11.26

How to Turn a Messy Spreadsheet Into a Claude Dashboard


You can upload a messy spreadsheet to Claude, ask it to clean the data, and get back a dashboard with charts you can click through and share, all in one chat. No formulas, no coding, and it works on the free plan, though sharing a link needs a paid plan.

If you've ever been handed a client's "tracker" with merged cells, three date formats and a tab called FINAL_v2, this one's for you. Here's how to get from that sheet to a Claude dashboard, step by step, plus the checks I'd never skip.

To test it, I made a practice sheet that looks like a realtor client's listings research: 312 rows of made-up home listings with duplicates, mixed date styles, misspelled neighbourhoods, missing prices and a stray "average" row in the middle. No real client data went in. I ran everything in a normal Claude chat on my Max plan.

What Claude Can Do With a Spreadsheet

Two Claude features do the work here, and both are in Anthropic's help center.

The first is file creation and analysis. Claude runs code in a safe, closed-off space on Anthropic's side, so it can read the spreadsheet you upload, clean it, and give you back a new Excel file. You can upload CSV, TSV and other data files, up to 30 MB each. Anthropic lists it for every plan: Free, Pro, Max, Team and Enterprise.

The second is artifacts. An artifact is something Claude makes that opens in its own window beside the chat, like a document, a deck, or a dashboard. You can keep editing it and share it. Creating artifacts in a chat is also available on every plan.


One setting to check first. Artifacts and file creation both need the "Code execution and file creation" switch turned on. In newer versions of Settings, it's called "Create and edit files". On Free, Pro and Max, you'll find it under Settings, then Capabilities.

Claude Dashboard Examples: The Step-by-Step

1. Make a safe copy. Before anything touches AI, save a copy of the sheet and strip out what doesn't need to be there: customer names, emails, phone numbers. A dashboard about listings by month doesn't need anyone's personal details.

2. Ask Claude to describe the mess first. Upload the file and ask: "Before you change anything, list every problem you see in this data: duplicates, mixed date formats, blank rows, typos in category names." For my listings sheet, I swapped the last part for "typos in neighbourhood and property type names." This gives you a to-do list you can check, instead of fixes you can't see.

[ADD IMAGE: claude-problem-list.jpg]

Claude found every problem I'd hidden in the sheet: 6 duplicate listings, 5 blank rows, the stray average row, 18 missing prices and 5 prices with an extra zero. It even noticed the sheet mixed "Harbor View" and "Harbour View". Then it asked me three questions before touching anything, like whether "Single Family" should count as "House".

3. Clean it, and keep the receipt. Ask Claude to fix the problems and give you a cleaned Excel file, plus a short note on every change it made. You want the note, because your client will ask why a number moved.

In my test, the cleaned file came back with a change log sheet listing every fix, and the original file stayed untouched. Its average price, $489,704 across 277 listings, matched my own check to the dollar.

4. Ask for the dashboard with real questions. This is the step most people rush. Don't just say "make a chart." Say what the client wants to know. Here's what I asked: "Build an interactive dashboard from the cleaned data that shows new listings by month, the average list price by neighbourhood, the top five neighbourhoods by number of listings, and which neighbourhood's prices dropped since last quarter, with a filter by property type."

Anthropic's own tip for its dashboard feature says the same thing: say what you want to know, not just what to chart.


It took two follow-up messages. First, Claude showed me its plan and waited for my go-ahead before building anything. Then the "change since last quarter" column came out cut off on the right edge, so I asked it to fix that. The dashboard opened in its own window beside the chat, and the property type filter updated every chart on the page.

5. Check the numbers against the sheet. Pick three figures on the dashboard and find them in the original spreadsheet yourself. If the total for March on the dashboard doesn't match a simple sum in Excel, ask Claude to explain how it got there.

Claude told me straight out that it hadn't opened the dashboard to look at it, and asked me to check it over. Good thing I did. Harbor View showed a 29.6% price drop since last quarter, and Claude's summary said to treat that number with care. So I clicked the House filter, and the drop shrank to 10.4%. Harbor View simply had mostly houses listed from April to June, and mostly condos from July to September. If I'd sent the first number to a realtor, it would have looked like prices crashed.


I asked Claude to add one line under the table explaining the difference, and it did, with the numbers to back it up.

6. Share it. Artifacts start private. On Pro and Max, you can switch one to "Anyone with the link" or invite people by email. On Team and Enterprise, your client's admin decides whether links can go outside the company. Check who can see it before you send it, the same way you'd check a Google Drive link.

What About Claude's Dashboards Template?

You might see a "Dashboards" template in the Claude app. It's a different tool. It's in beta on paid plans (Pro, Max, Team and Enterprise), and it's built for data that lives in a company database or in a connected app like Salesforce. Claude writes the queries and each chart shows how it got its number.

For a spreadsheet someone emailed you, the regular chat steps above are what you need. If your client's data already lives in one of those systems, the template is worth a look.

What This Means for VAs

Reporting is one of the most useful things a VA can offer, and one of the most tedious to build by hand. With Claude, the cleaning and charting become a conversation.

But the value isn't the chart. It's that you asked the right questions, removed private data before uploading, and checked the totals before your client saw them. That's what makes a dashboard trustworthy, and it's still your job.

Start with a sheet you already know well, so you can spot a wrong number straight away.

If you build one, tell me what your client said about it.

3.11.26

Claude for Virtual Assistants: A Beginner's Guide From a VA


New to Claude? Here's my quick answer on Claude for virtual assistants: start with plain chat, move each client into a Project, and leave Claude Code for later. I use Claude every day in my VA work, and that's the order I'd recommend to any VA starting out.

Here's what each part does, which one fits which task, and how to keep client data safe while you learn.

What Claude Is, in Plain Words

Claude is an AI assistant made by a company called Anthropic. It runs on a large language model, which is the AI brain behind tools like Claude and ChatGPT. You ask in normal words, and it writes, summarises or plans.

There's a free plan. Pro costs $17 a month if you pay yearly, or $20 if you pay monthly, according to Claude's pricing page.

Claude for Beginners: Chat, Projects and Claude Code

These three names sound alike, so here's the short version.

Chat is the empty box you see when you log in. Use it for one-off jobs: rewrite this email, summarise this document, help me plan this trip.

Projects are separate workspaces, each with its own chats, files and instructions. Anthropic's help page describes them as "self-contained workspaces with their own chat histories and knowledge bases." Think of one Project per client. You upload their brand guide or FAQ once, write a few lines about their tone, and every chat in that Project starts with it. Free accounts get up to five Projects.


Claude Code is the version that works on your computer instead of only in a chat window. Anthropic calls it "a coding tool," but it also runs multi-step jobs for you: creating files, running checks, one step after another. It's included with paid plans, not the free one.

What I Use for What

I spend most of my Claude time in Claude Code, and I'm not a developer. I use it with skills (more on those below) for topic research, video scripts, putting together videos and thumbnails, and planning blog posts like this one.

If you want to use Claude as a personal assistant for your clients, I'd map it like this. Quick drafts and replies go in chat. Anything you do again and again for the same client goes in that client's Project. Long, multi-step work, the kind with ten steps and a checklist, is where Claude Code starts to pay off.

You can also connect Claude to the apps you already use. Its Google Workspace connectors (Gmail, Google Calendar and Google Drive) are available to all users, according to Anthropic's help centre. There's a Microsoft 365 connector too, but it needs a work Microsoft account (a business Microsoft 365 setup). Personal Outlook.com addresses can't connect.

Skills: Teaching Claude Your Way of Working

A skill is a folder of written instructions that teaches the AI one specific task. Anthropic describes it as "a folder containing a SKILL.md file that teaches an agent a specific task or domain." An agent here means an AI that can take actions on its own, not just answer questions.

I have skills for research, for checking hooks and headlines, and for making my writing sound less like AI. I never re-explain those jobs.

On October 22, Anthropic said it was donating Agent Skills to the Agentic AI Foundation and that "more than 70 agent platforms, including ChatGPT, Cursor, GitHub Copilot, and VS Code" have added support. So a skill you write for Claude isn't locked to Claude.

Auto Mode Is Coming

Also on October 22, Claude's official account posted that "starting next week," sessions in the Claude web, desktop and mobile apps "will run in auto mode by default on Pro, Max, and Team plans."

In plain words, Claude will ask for your approval less often, and "an automated check blocks risky actions" instead. You can switch back to manual whenever you want. If you're working inside a client's connected accounts, I'd keep an eye on this setting once it arrives.

Client Data: The Privacy Basics

This is the part I'd never skip. On the Free, Pro and Max plans, there's a privacy setting for whether your chats can help train future models. You'll find it under Settings, then Privacy. If you turn it off, new chats won't be used for future training.

Claude also has incognito chats. Anthropic's privacy FAQ says they "are not used to improve Claude, even if you have enabled Model Improvement" in your settings.

On Anthropic's business products, including Team and Enterprise plans, the default is that your chats aren't used for training.

The bigger rule is yours to keep. Don't paste passwords, bank details or anything your client hasn't agreed to share with an AI tool. When in doubt, ask them first.

What This Means for VAs

Claude doesn't need to be complicated. Make one Project for your busiest client this week. Add their tone notes and one key document, then use it for every draft you write for them.

When the same job keeps coming back, turn it into your first skill.

2.11.26

Day in the Life of an AI-Powered VA: My Real Week


This week, from Thursday to Saturday, I made two YouTube videos, two Shorts, and a 15-post blog plan, and Claude fact-checked 295 claims along the way. And I didn't film a single frame.

This is what a day in the life of an AI virtual assistant actually looks like for me. It's not a morning routine with a perfect latte. It's the real list of what I did, what Claude did, and what went wrong.

A Day in the Life of an AI Virtual Assistant: My Setup

Everything ran through Claude Code inside the Claude desktop app. Claude Code is the version of Claude that can use tools on your computer, like opening files, searching the web and running programs, instead of only chatting.

The videos are for my small test channel, The 1% Mindset. I pick the topics, approve every script, and say no when something looks off. Claude does the heavy lifting in between.

First: Research Before Anything Else

Both videos started with research, and this is the part I'd show any VA first.

For each topic, Claude sent several research helpers out at the same time, each looking at a different angle: the company's own pages, posts on X, and other YouTube videos. Then a separate set of checkers opened every source again and marked each claim as verified, partly right, unverified, or wrong.

The first topic was MiniMax M3.1 Flash, a new AI model. That ledger, which is just a list of every claim with its verdict, ended up with 194 claims. 155 checked out, 25 were partly right, 10 couldn't be confirmed, and 4 were wrong.

The second was Kimi K3.1, from the Chinese company Moonshot. That one had 101 claims: 76 verified, 19 partly right, 5 unconfirmed and 1 wrong.

That's 295 claims, and only the checked ones were allowed into a script.

Building the Videos

Once the facts were in, Claude wrote each script and I read and approved it. The voice-over comes from Kokoro, a free voice model that runs on my laptop. Most of the visuals are real screenshots of the sources, with red circles and underlines added by Claude.

The MiniMax video came out at 4 minutes 12 seconds. Its topic: a new AI model that guesses an answer 93% of the time when it doesn't know.


The Kimi video is 3 minutes 55 seconds, about what different AI models build when you ask them to build themselves in Minecraft.


Each long video took most of a day, with me reviewing at every step. On top of that came two Shorts, at 27.3 and 25.6 seconds. Claude also made the thumbnails with Nano Banana 2, Google's image model, and wrote the YouTube titles, descriptions and tags after checking what people actually type into YouTube search.


The Plot Twist: News Broke Mid-Project

Halfway through the Kimi project, Moonshot released Kimi K3.1 Pro (October 23, 17:15 UTC). Our script was suddenly out of date.

So we stopped and checked Moonshot's own launch post and its blog before changing a word. The script was rewritten the same day, using only what Moonshot itself had said. If you've ever had a client change the brief mid-project, you know that feeling.

The Part That Caught Real Mistakes

After each render, Claude pulled a frame from every 2 seconds of the video and checked them all, like a very patient editor.


It found a red circle sitting on the wrong bar of a chart, and an empty 8-second stretch where nothing was on screen. On the Kimi video, it spotted two screenshots that showed numbers we hadn't verified, and those were taken out.

None of these were big disasters. But each one is exactly the kind of thing a client would notice and I'd be embarrassed by.

Saturday: Planning This Blog

The last job was this blog. Claude ran the same research-then-verify process on what VAs search for: 61 claims checked (46 verified, 13 partly right, 2 wrong), 104 ideas, and a 15-post plan for this week.


The first post went live on Saturday: Can Claude Make YouTube Videos? I Made a 4-Minute One.

What This Means for VAs

Notice what I spent my time on. Not typing scripts or dragging clips around. I spent it deciding: which topic, which facts were good enough, which frame looked wrong, what to do when the news changed mid-project.

That's the job an AI-powered VA does. The tools handle volume, and you handle judgment. Clients can buy volume anywhere. Judgment is the part they keep you for.

If you want to start, copy just one habit from my week: never let a fact reach a client until something, or someone, has opened the source again.

Want the behind-the-scenes clips from weeks like this?

1.11.26

Claude Deep Research for VAs: How I Fact-Check Every Claim


Claude's deep research feature can hand you a sourced report on almost any topic. Checking it is still your job.

The feature is officially just called "Research", and it's on every paid plan. Turn it on, ask one question, and Claude runs search after search, then writes you a report with its sources.

But a report isn't the same as facts you can trust. This week my research setup checked 356 claims for my videos and this blog, and the second check caught real mistakes. Here's how Claude Research works, and the fact-checking method I add on top.

What Claude Research Is (in Plain Words)

Normal web search in Claude looks something up once or twice. Research goes further. Anthropic's help page says Claude "runs multiple searches that build on each other and decides what to look into next based on what it finds."

Anthropic's guide on choosing between features says Research is best for questions that need five or more lookups over one to three minutes, like comparing a client's competitors, and that it pulls the results into a longer report with citations.


How to Use Claude Deep Research

Who gets it: Research is available on paid plans only (Pro, Max, Team and Enterprise), on the web, the desktop app and the phone app.

How to turn it on: web search has to be on first. Then click the "+" button at the bottom left of the chat and choose "Research". A blue marker shows it's on.

What it can read: the web, plus any connectors you've switched on for that chat. A connector is a link between Claude and another app, like Gmail, Google Calendar or Google Docs. On the phone app, Research only searches the web and quietly skips your connectors, so start important research on a computer.

The catch: it uses up your plan's limits faster than a normal chat, because it reads so many sources.

How I Research a Topic (My Real Method)

Here's where I'm honest about my own setup. This week I didn't use the Research button. I used Claude Code, the version of Claude that can run tools on my computer, and I built the research and checking into separate steps. But the method works with the Research button too.

Step 1: Several helpers, different angles. Claude sent out research helpers at the same time, each with one job: the company's own pages, posts on X, other YouTube videos.

Step 2: Separate checkers. A different set of checkers opened every source again, without trusting the first set's notes.

Step 3: A ledger. Every claim went into one list with a verdict: ✅ verified, 🟡 partly right (with the corrected wording), ❓ couldn't confirm, ❌ wrong.

Step 4: Only checked facts move on. Nothing reaches a script or a post unless it's ✅, or 🟡 with the corrected wording.

The numbers from this week: 194 claims for my MiniMax video, 101 for my Kimi video, and 61 for this blog's plan.


What the Fact-Check Actually Caught

Three examples, so you can see why the second step matters.

The first research pass wrote that freelancers' earnings from AI skills grew 109%. Upwork's own release says something different: skills that mention AI grew 109% in demand, not earnings.

A careers site said the US government expects admin assistant jobs to drop 10%. The US Bureau of Labor Statistics projection for 2024 to 2034 was actually 0%, "little or no change". Its newer projection, for 2025 to 2035, is a 2% decline.

And the first pass decided that Space Bunny, a mystery AI model later revealed as MiniMax M3.1 Flash, was "not #1" on OpenRouter, a site that ranks AI models by use. Half right. It was #2 over the month, but #1 on the daily chart for 10 straight days.

Two of those came from a first pass reading a real source too quickly. One came from a website misquoting a government page. Every one of them looked believable, and that's exactly what a client report can't afford.

Do This With the Research Button

You don't need my setup to copy the method. Run Research on your question. Then open a new chat and paste in the report with this prompt:

"For each factual claim in this report, open the source and quote its exact wording. Mark each claim ✅ verified, 🟡 partly right (give the corrected wording), ❓ couldn't confirm, or ❌ wrong."

Then only use the ✅ claims, and the 🟡 ones in their corrected form.

What This Means for VAs

Research is one of the most common things clients hand to a VA: a competitor list, a supplier check, a "find out what's new in our industry". Claude Research does the searching for you.

What it can't do alone is take responsibility for the answer. A ledger with ticks and crosses is something you can show a client. It says "I checked this", and that's worth more than any fast summary.

Try it on your next research task.

AI News This Week (Oct 25–31): What Changed for VAs


AI news this week was mostly about your inbox, your calendar and your client's slide decks. Here are the updates from October 25 to 31 that change how a virtual assistant works, and one outage you should know about.

I've grouped them by the part of your day they touch, and every date comes from the company's own announcement.

Inbox and Calendar: ChatGPT Reaches Apple Users

On October 27, OpenAI added iCloud Mail and iCloud Calendar to ChatGPT. It can find emails, catch you up on your inbox, check your schedule and update events. OpenAI says it's available on all ChatGPT plans, on the web, the desktop app and iPhone.

This matters if you have a client who lives in Apple Mail instead of Gmail or Outlook.

Then on October 30, the ChatGPT phone app started letting you stay signed in to two accounts and switch between them. Each one keeps its own chats, memory and settings. If you use your own account plus a client's Business workspace, this keeps the two from mixing.

The Outage Nobody Talked About

Here's the story I found most useful, and it got almost no coverage. Claude's status page shows its Google Calendar connector (the link that lets Claude read your calendar) had errors from October 26 to October 28, about two and a third days. A separate Gmail connector problem lasted about six and a half hours on the evening of October 27, Pacific time.


Claude's status page showing the Google Calendar connector incident, October 26 to 28

So if Claude told you "there's nothing on the calendar Tuesday" during that window, check it again by hand. And if your whole inbox routine runs through an AI connector, keep a manual fallback for days like this.

Docs, Decks and Spreadsheets

On October 29, Google said the Gemini app can now preview and edit files right inside the chat: PDFs, Docs, Sheets, slide decks and plain text. Google says it's for all users wherever the Gemini app works. Making files in Gemini isn't new. Fixing them without copying everything into Docs first is.

Google Slides also got a bigger one. Gemini in Slides can now edit a whole deck from one request, like "make the titles on all slides the same font size and color." It's English only, on paid Workspace plans and Google AI Pro or Ultra, and Google says the rollout could take more than 15 days to reach you.

Two more for the design and data side. Canva launched Brush, a tool that edits an existing design from a prompt, for Canva Pro subscribers. And Microsoft's October Copilot roundup confirmed a "Clean data" skill in Excel that finds duplicates and messy formatting, then asks you to approve each fix. That one needs Microsoft 365 Copilot.

Team Chat and Meetings

Slack's Slackbot can now run a task on its own when something happens, like a new message or an emoji reaction. Think "every time a client posts in #requests, add it to my list." Slack says what you get depends on your plan and your admin, so ask before you count on it.

Notion said on X that its Meeting Notes extension for Google Meet now labels each speaker by name, instead of just "you" and "everyone else." That makes action items much easier to assign. Notion also says its Agent can now build Excel, Word, PowerPoint and PDF files for you.

New Models and Plan Changes

OpenAI released GPT-6.1 Terra on October 26. A model is the AI brain behind the chat, and OpenAI pitches this one for "computer use" (the AI clicking through apps for you) and "clear, natural writing." It's in ChatGPT Work and Codex for Plus, Pro, Business, Enterprise and Edu, and your usage limits stay the same.

On the Claude side, two quieter changes. On October 29, Haiku 4.5 left the model picker and anyone using it was moved to Haiku 5.5, so check any saved prompts you ran on it. And on October 30, Anthropic renamed its top plans: Max 5x is now Max ($100 a month) and Max 20x is now Ultra ($200). Verified Ultra accounts no longer have the five-hour limit. The weekly limit didn't change, despite what some posts say.

The Bigger Picture

Anthropic, the company behind Claude, made its IPO filing public on October 26, planning to list on Nasdaq as "ANT." You may have seen "$2 trillion IPO" headlines. The filing doesn't set a price or a valuation yet.

Closer to home, the Foundation for Media Alternatives published a Philippine AI risk report on October 30. Job loss and "labor intensification" (more work, faster, for the same pay) came out as the most widespread risks. The Philippines still has no AI law, and the report says seven House bills are being merged into one.

What This Means for VAs

Look at the pattern. Almost every update this week moves AI deeper into the tools we already manage for clients: mail, calendars, decks, Slack, meeting notes. That's good news for us, because someone still has to set these up, check the output and notice when a connector quietly breaks for two days.

That last part is the skill. The FMA report warns about "more work, same pay," and the way around it is to sell the judgment, not the hours. A VA who can say "I connected your calendar to AI, and I double-check it every morning" is offering something a tool can't.

My pick for this weekend: if you have an Apple-using client, test the ChatGPT iCloud connection on your own account first, then decide if it's safe for theirs.

Which of these updates are you trying first? 

30.10.26

How to Become an AI Virtual Assistant: Skills That Pay


Here's how to become an AI virtual assistant: learn to do real client tasks with AI, then prove you can check what it gives you. You don't need to code. You need a handful of skills, and the 2026 data says clients are already paying more for them.

I use these skills every day as the VA for an AI YouTuber. Below is the roadmap I'd follow if I were starting today.

Why AI Skills Pay Right Now

Upwork's Future Workforce Index 2026 found that freelancers doing AI work on its marketplace earn 34% more per hour than those not using AI in their work.

In its Q2 2026 results, Upwork said spending on AI-related work grew more than 22% year over year, even while total spending on the platform fell 4%.


The Future Workforce Index even has a section called "AI orchestrator." That's a fancy name for a person who directs AI tools to get a job done. A good VA already directs people, calendars and inboxes. This is the same muscle.

The AI Skills for Virtual Assistants I Use Daily

1. Research with AI, then fact-check it. AI is fast at finding sources. It's also confident when it's wrong. My rule: every number and date goes back to the original page before it goes into my client's work. That checking step is the part clients can't skip, and it's the part they pay for.

2. Drafting and scripting with AI. AI writes my first drafts of video scripts. I read every line and sign it off before anything else happens, the same job I'd do for a human writer. Knowing what your client would never say is a skill AI doesn't have.

3. Building small things with Claude Code. Claude Code is a version of Claude that can run tools on your computer, not just chat. I've used it to research, write and render a whole YouTube video. You don't start there. Start by asking it to rename and sort a messy folder.

4. Picking the right tool for the job. Some tasks need a chatbot, some need an automation, and some need a human. Knowing the difference saves your client money.

AI Automation Virtual Assistant Jobs

Automation means connecting apps so a task runs by itself. Say a new form entry automatically lands in a spreadsheet and sends a welcome email. That's the work behind most "AI automation virtual assistant jobs."

Demand is real. In Upwork's In-Demand Skills 2026 report, AI integration (connecting AI to the tools a business already uses) grew 178% year over year, and AI video generation and editing grew 329%.

VAs are hungry to learn this too. A Filipino YouTube video, Kuys RJ's "10 AI Automation Projects That WILL Get You Clients," got about 31,000 views, around 5.4 times what his videos usually get.

My advice: build one small automation for yourself first. Then show it to a client as a before-and-after.

Pick a Growing Niche

Upwork's same report lists the fastest-growing skills in customer service and admin support: Ecommerce Management (+130%), Medical Virtual Assistance (+44%) and Supply Chain and Logistics Project Management (+37%). General virtual assistance is still the most in-demand skill in that category.

So you don't need to stop being a VA. Add AI to a niche that's already growing.

Make Your Profile Easy for AI to Read

On August 10, Upwork launched an MCP server. MCP is a standard that lets AI tools like Claude and ChatGPT connect to other services. With it, a client's AI agent (an AI that can take actions, not just answer questions) can post a job, surface talent and summarize proposals as they arrive.

That means an AI might read your proposal before your client does. Write it plainly. Name the tools you use and the results you got, in the first lines.

Freelancers can use it too. Upwork says your own agent can flag best-fit jobs and draft a tailored proposal. Just read every draft before you send it.

How to Become an AI Virtual Assistant in 3 Months

Here's the roadmap, one month at a time.

Month one: learn one AI assistant well, Claude or ChatGPT, and use it on your real tasks. Month two: practice research and fact-checking until checking is a habit. Month three: build one automation and one small project you can show.

What This Means for VAs

Skilled freelancing is growing. Upwork says it rose from 28% of US skilled knowledge workers in 2025 to 38% in 2026. More people are competing, and AI skills are how you stand out.

Keep a simple portfolio of before-and-afters as you go. Clients don't hire "knows AI." They hire "saved me hours every week."


28.10.26

30 Free Virtual Assistant Prompts for ChatGPT and Claude


Here are 30 free virtual assistant prompts you can paste into ChatGPT or Claude today, sorted by the task in front of you. Every one of them tells the AI to ask before it guesses.

I use prompts like these every day in my own VA work. Search for a list like this and almost everything that comes up is a paid prompt pack. So here's mine, free, and you can copy any of them straight off the page.

How to Use These Virtual Assistant Prompts

Anything in [square brackets] is yours to fill in: the client's name, their tone, the email you're working on. The more real detail you give, the better the answer.

You'll also see the same three habits in almost every prompt: ask me questions, flag what you're unsure about, and don't make things up. AI tools sometimes fill gaps with confident guesses. Those lines make it show you the gap instead, so you can check it before your client ever sees it.

One privacy rule before you paste anything. Leave out passwords, bank details and anything your client hasn't agreed to share with an AI tool. If you use Claude, its privacy settings have a toggle for whether your chats help train future models, and you can switch it off.

Inbox and Email

Email is where most of us start, so these come first. They sort, draft and nudge, and none of them send anything. You stay the one who hits send.

1. Sort this inbox

You're helping me manage [client name]'s inbox. Below are [number] emails. Sort them into: Reply today, Reply this week, FYI only, Can archive. Give one line on why for each. If you can't tell how urgent something is, put it under "Not sure" and tell me what you'd need to know. Don't guess at deadlines that aren't written in the email.
[paste emails]

2. Reply in my client's voice

Draft a reply to the email below for [client name], who is [role] at [company]. Their tone is [warm and brief / formal / casual]. The reply needs to [goal]. Keep it under [100] words. Don't promise dates, prices or anything that isn't in the email or my notes. If something is missing, write [CHECK: what's missing] in the draft instead of filling it in.
Email: [paste]
My notes: [paste]

3. Polite follow-up

Write a follow-up email to [recipient] about [topic]. We first wrote on [date] and haven't heard back. Give me two versions, one friendly and one firmer, both under 80 words. If you need the original email to get the details right, ask me for it first.

Calendar and Scheduling

Time zones are where small mistakes get expensive. These prompts make the AI show its working, so you can spot a wrong offset before a client misses a call.

4. Find a time across time zones

[Client name] is in [time zone] and works [hours]. The other person is in [time zone] and works [hours]. Suggest 3 meeting slots in the next [5 working days] that fit both working days. Show each slot in both time zones. If daylight saving time could change the offset on any of those dates, say so and tell me to double-check. Don't assume.

5. Review next week's calendar

Here is [client name]'s calendar for next week: [paste]. Point out double bookings, back-to-back meetings with no break, days with no time for focused work, and events missing a location or video link. Don't move anything. Just list what you'd flag and a suggested fix for each.

6. Offer meeting times by email

Write a short email to [person] offering these times for a [30-minute] call with [client name]: [times, with time zone]. Ask them to pick one or suggest another. Their time zone is [time zone]. If any slot falls on a weekend or very early or late for them, point it out to me before you write the email.

Meeting Notes

A transcript is only useful once someone pulls the decisions out of it. These three get you from messy notes to something your client will actually read.

7. Transcript to action items

Below is the transcript of [meeting name] on [date]. Pull out: decisions made, action items (with owner and due date) and open questions. Use only what's in the transcript. If an action item has no clear owner or date, write "owner unclear" or "no date given" instead of guessing.
[paste transcript]

8. Recap email

Turn these meeting notes into a recap email from [client name] to [attendees]. Start with the 3 most important decisions, then the action items with owners. Keep it under [200] words and easy to skim. Copy numbers and dates exactly as they appear, and mark anything that looks contradictory with [CHECK].
Notes: [paste]

9. Brief before a meeting

[Client name] is meeting [person or company] on [date] about [topic]. Using only what I paste below (past emails, their bio, old notes), write a one-page brief: who they are, what we've discussed before, open items, and 3 questions [client name] could ask. List anything important that's missing under "Gaps" at the end.
[paste]

Research

Research is where an AI is most tempted to sound sure when it isn't. Each of these asks it to separate what it knows from what you should check.

10. Compare options for a client

I'm researching [type of tool or service] for [client name], a [type of business] with a budget of [budget]. Compare [option A], [option B] and [option C] on price, main features and [what matters most to the client]. For every price or feature, tell me how sure you are. If you can't confirm current pricing, say so plainly so I can check the official site.

11. Quick research brief

Write a short research brief on [topic] for [client name], who needs it to [purpose]. Start with a 3-sentence summary, then the key points, then what's still uncertain or disputed. Keep facts you're confident about separate from things I should verify. Don't make up statistics or sources. If my request is unclear, ask me up to 3 questions before you start.

12. Find the claims I need to check

Here's a draft [post / email / report] for [client name]: [paste]. List every factual claim in it: numbers, dates, names and quotes. For each one, tell me whether it needs a source and what kind of source would confirm it. Don't mark anything as true unless it's common knowledge.

Client Communication

These are for the messages that need a bit of care: a tone fix, an awkward conversation, or the weekly update your client skims on their phone.

13. Fix the tone, keep the facts

Rewrite this message to [name] so it sounds [calmer / warmer / more professional]. Don't change any facts, dates or amounts. Under the rewrite, list what you changed and why in a few short lines.
[paste message]

14. A tricky message

Help me write a message to [client name] about [situation, e.g. a delay or a request outside our agreement]. What I want: [outcome]. What I can offer: [options]. Keep it honest and short, with no over-apologising. Ask me questions first if you need more context about our agreement.

15. Weekly update

Write a weekly update for [client name] from me, their VA. Done this week: [list]. In progress: [list]. What I need from them: [list]. Put the "need from you" part first and keep it under [150] words. Don't add tasks I didn't list.

Social Media

Good for first drafts of client posts. The rule in all three: no claims, prices or stats the client didn't give you.

16. Caption options

Write 3 caption options for [platform] for [client or brand]. Their audience is [audience] and their tone is [tone]. The post is about [topic or photo description]. End with this call to action: [CTA]. Keep each under [number] characters. Don't add claims, prices or stats I didn't give you.

17. Two-week content plan

Plan [2 weeks] of [platform] posts for [client name] using these themes: [themes] and these key dates: [launches, holidays]. Give me a table with date, post idea, format and an opening line. If a date might clash with something, like a public holiday in [country], flag it for me to check.

18. Repurpose one piece of content

Turn this [blog post / video transcript] from [client name] into [3] short [platform] posts. Use only points from the original and keep the client's own wording where you can. Flag any line you shortened in a way that might change the meaning.
[paste]

Documents and SOPs

An SOP is a standard operating procedure: written steps anyone could follow to do a task the same way. These turn your notes into documents without inventing missing steps.

19. Rough notes to SOP

Turn my rough notes below into a step-by-step SOP for [task] at [client's business]. Number the steps and add who does each one and which tool they use. Where my notes skip a step or aren't clear, add a [QUESTION: ...] line instead of filling the gap.
[paste notes]

20. Reusable template

Create a reusable template for [document type, e.g. onboarding checklist / meeting agenda / invoice reminder] for [client name]. Use [square brackets] for every detail that changes each time. Before you start, ask me which sections they usually include.

21. Proofread without rewriting

Proofread this [document] for spelling, grammar and consistency (names, dates, formatting). Don't change the style. Give me a list of each change with the original and the fix. If something looks factually wrong, flag it instead of changing it.
[paste]

Data Cleanup

Spreadsheet work is where a quiet AI guess can do the most damage. These keep blanks blank and leave the numbers alone.

22. Clean up a list

Below is a list of [contacts / products] from a spreadsheet. Fix capitalisation, split full names into first and last name, format phone numbers as [format] and remove exact duplicates. Don't invent missing data: leave blanks blank. At the end, list any rows you weren't sure about.
[paste]

23. Explain a formula

I'm working in [Google Sheets / Excel]. Column [A] has [what], column [B] has [what]. I want to [goal]. Give me the formula, explain in plain words what it does, and tell me what could break it, like empty cells or mixed date formats. Ask me for a sample row if you need one.

24. Spot problems, change nothing

Here is [client name]'s [expense list / invoice tracker]: [paste]. Point out possible problems: duplicates, missing dates, amounts that look unusual next to the rest, and totals that don't add up. Give the row for each one. Don't change any numbers.

Travel

Prices, visas and entry rules change, so these prompts make the AI organise and point you to official sources instead of quoting rules from memory.

25. Build the itinerary

[Client name] is travelling to [city] from [date] to [date] for [purpose]. Using the bookings I paste below, build a day-by-day itinerary with local times, confirmation numbers, addresses and travel time between stops. Flag any tight connection or anything missing, like a night with no hotel.
[paste bookings]

26. Shortlist options

Suggest [3] [hotels / areas to stay / flight routes] in [city] for [client name], who prefers [preferences] and has a budget of about [budget] per [night / trip]. Tell me what to search for and what to check. Don't state prices or availability as fact, because those change. I'll confirm on the booking site.

27. Pre-trip checklist

Make a pre-trip checklist for [client name]'s trip to [country] on [dates]: documents, apps, chargers, business etiquette and things to confirm 48 hours before. For anything about visas or entry rules, write "check the official government site" instead of giving rules from memory.

Managing Yourself

The last three are for you. Juggling several clients is a job in itself, and these help with the planning around the work.

28. Plan my day

Here is my task list for today across [number] clients: [paste]. I have [hours] hours and these fixed calls: [times]. Put the tasks in order with time blocks, deadlines first. If something won't fit, tell me what you'd move and ask me which client is safest to push.

29. End-of-day log

Turn these quick notes into a tidy end-of-day log for [client name]: what I finished, what's in progress, what's blocking me, and what's first tomorrow. Use only what I wrote.
[paste notes]

30. A personal assistant prompt for Claude

You're my assistant for [client name], a [role] at [company]. They prefer [tone] and [preferences, e.g. short emails, no meetings before 10 am, time zone]. When I give you a task: ask up to 3 questions if anything is unclear, never invent facts, dates, prices or names, mark anything you're unsure about with [CHECK], and never say something has been sent or booked. I do that part.

That last one works best as standing instructions. In Claude, you can save it as the instructions for a Project, which is a separate workspace with its own chats and files, so every chat inside it starts with your client's details already loaded. Free accounts can create up to five Projects.


What This Means for VAs

Prompts don't replace your judgment. They give it a head start. A good prompt gets you a draft in under a minute, and the [CHECK] marks show you exactly where your own knowledge of the client has to come in.

If you have a client who sends you a pile of meeting transcripts every week, start with prompt 7 and prompt 8 together. If inbox work eats your mornings, start with 1 and 2.

Then change the wording until it sounds like you and your client. The ones you end up using daily won't look exactly like mine, and that's how it should be.

Try one today, then tell me which prompt you started with.

Anthropic Academy is free, and it just moved. Anthropic's courses now live on a site called Claude Academy, which promises "free c...